If you need to update the account name, visible only to those who use Whisbi Deck or Whisbi Desktop, you can do so by going to Whisbi Deck and from the top right corner hover the mouse over your name and select "Settings"
Once there click on "Account Settings" located on the left side of the screen and then click on "Edit" at the top right of the screen. This will enable you to edit the account name field as shown below:
Whisbi Deck's reports are shown in your local Time Zone defined during the Service Configuration. You can confirm your Time Zone configuration by going to Whisbi Deck. Once there hover your mouse over your name and select "Settings" from the drop down menu.
Once there click on "Account settings" located on the left side of the screen. On this screen you'll see the TimeZone that is set for your account.
If you need to change your TimeZone send an email to your Customer Success and provide the following information for this request:
- Account Name
- Your username
- Old TimeZone
- New TimeZone
As a Whisbi Administrator you can manage the users that can access the Whisbi system.
There are three roles for which you can add users:
- Presenter (user): A person that can access the Whisbi Application to broadcast One-to-Many sessions
- Analyst: A person that can access Whisbi Deck to see usage graphs and reports
- Administrator: A person that can access Whisbi Deck to see usage graphs, reports and edit the service configuration
You can see how many licenses you have by going to Whisbi Deck and from the top right corner hover over your name and click on "Settings".
On the left side click on "Manage users" and you'll be presented with the number of used licenses, users and total licenses as well as the list of users.
In the image above we can see as an example that:
- 1 is the number of used licenses by the Presenters (Jane Doe)
- 2 is the total number of users
- 999 is a figurative number of total licenses, however Live Presenters licenses are unlimited for One-To-Many
To add a new user go to Whisbi Deck and from the top right corner hover over your name and click on "Settings".
On the left side click on "Manage users" and then "Add a user". A dialog box will appear where you will need to fill out the basic information of your new user, such as Email, First name, Last name, Phone number (optional), the Role they are going to have and to which Team they will belong.
After you select the Team and hit "Next" the user will be created and automatically saved with its default password. You can direct your new user to change the password either as an agent or analyst/administrator.
To edit a user go to Whisbi Deck and from the top right corner hover over your name and click on "Settings".
On the left side click on "Manage users" and then simply click on the name of the user. It will expand and will show the following options:
- Remove the user
- Change the role from the drop down menu
- Edit the phone number
- Remove/Assign Whisbi Desktop (which will alow One-to-Many sessions) license to an Administrator/Analyst
If you need to delete a user, go to Whisbi Deck and from the top right corner hover the mouse over your name and click on "Settings".
On the left side click on "Manage users" and you will see the list of current users. Click on the user you want to delete and then the little trash bin icon below the user. You'll be presented with a dialog box confirming this action.
If the user is the one you want to delete, click on "Ok, remove this user" and the action will be completed.
Bear in mind that deleting a user will not delete the data in the reports of Whisbi Deck.
If your user has access to more campaigns you will have to repeat this action in each campaign. To do so, simply switch campaigns by hoverung your mouse over your profile picture, on the top right corner, and select another campaign as shown below
When setting up the service with your Customer Success Manager, during onboarding, the initial configuration of Widgets and Seeds will be defined and implemented.
- Launch a Whisbi One-to-Many button that will then allow customers to watch and interact with your broadcast
From Whisbi Deck you can assign properties to your seeds for a better identification in the Whisbi Deck Reports. These properties are:
Widgets, on the other hand, are a group of Seeds but also the Whisbi One-to-Many channel your Live Presenters will stream to. Widgets have different configurations that affect each one of their Seeds.
Which teams should be able to broadcast on this Channel
Name for your Widget to be identified
A private description you can customize. This won't appear to customers.
Additionaly, all the seeds within a Widget will share a common interface: colors, texts and other visual elements throughout the experience (floating button and One-to-Many Sidebar).
To view your Wdigets to go to Whisbi Deck and from the top right corner hover over your name and click on "Settings".
On the left side click on Account Settings and the the bottom you'll see the list of Widgets. click on the gear icon located on the right side and then "View Widget"
You can also edit the Seeds under your Widget by clicking on the "Edit" button right next to the seed.
For security purposes you can set access and password policies. To do so, go to Whisbi Deck and from the top right corner hover your mouse over your name and then click "Settings".
Once there, click "User login manager" and you will be presented with the different options related to the acess policy:
1. Minimum password length
2. Password complexity requirement
3. Maximum login attempts
4. Account lockout period
5. Frequency of password renewal
6. Password expiry notification
You can also restrict the access to either the web or the app by specifying an IP.
At the bottom of the page you can also keep track of your organization’s log history, including all the logins and logouts events per user account. Simply scroll down and you will see a report with the session information.
On the left upper part you can filter the list by users. Additionally, on the right, you’ll be able to filter by status and also change the view from login to logout and the other way around. By default, when you enter this section, the selected view will always be the login. In this report, the columns you will see are:
Login time: time when the login attempt happened.
User: the name of the user that made the attempt.
IP: public ip from the device used for that attempt.
Location: based on the IP, it’s the geographical location of the event.
Source: application where the login attempt took place.
Status: the result of the login attempt.
Use the switch on the top right corner of the table to display the logout information. In the logout report, the columns you will see are:
Logout time: time when the logout happened.
User: the name of the user that was logged out.
IP: public IP from the device used for the logout. When the IP is 0.0.0.0, it means that the logout was automatic because of a session timeout.
Location: based on the IP, it’s the geographical location of the event. When the location is “Whisbi”, it means that the logout was automatic because of a session timeout.
Source: application where the logout took place. When the source is “Auto”, it means that the logout was automatic because of a session timeout.
You can block words from being displayed to your presenters during a broadcast. To do so, go to Whisbi Deck and from the top right corner hover your mouse over your name and click on "Settings".
Once there click "Account settings" followed by "Show advanced settings". Scroll down the page until you see the "Forbidden words filter"
From this menu you can add words to be filtered in the chat. Your presenters will see asterisks instead of the words. You can import the list using a CSV file. Make sure the first column includes the words you wish to be blocked.